LITTLE ROCK, ARCRD 166175Latest ADV March 10, 2026
Applied Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 10, 2026, reports $358M in regulatory assets under management, 9 employees, 1 office, and 2,200 accounts.
Assets Under Management
$358M
Employees
9
Offices
1 office
Total Clients
687
Primary office
LITTLE ROCK, AR
415 N. MCKINLEY STREET, SUITE 1045, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.3% of total clients.
Top client categories% of clientsClients
1
Individuals
86.3%
593
2
HNWI
13.7%
94
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of March 10, 2026
Discretionary100.0%
$358M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$358M
Total Accounts2,200
10Y AUM Change+$233M (+186.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee76:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.